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First Trust Long Duration Opportunities ETF
LGOV

138 hedge funds and large institutions have $554M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 125 → 138 (+13)

2% more capital invested

Capital invested by funds: $540M → $554M (+$13.5M)

0.67% more ownership

Funds ownership: 82.1% → 82.77% (+0.67%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
61
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T
Tidemark
California
+$12.4M
2
CIA
Concurrent Investment Advisors
Florida
+$11.4M
3
LPL Financial
LPL Financial
California
+$8.83M
4
KWM
Kingsview Wealth Management
Oregon
+$5.41M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$9.29M
3
CWM
Comprehensive Wealth Management
Washington
-$6.79M
4
FEG
Financial Enhancement Group
Indiana
-$6.52M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$416K +$91.1K +4,142 +28%
MML Investors Services
77
MML Investors Services
Massachusetts
$410K +$39K +1,772 +10%
IAN
78
Integrated Advisors Network
Texas
$408K -$145K -6,583 -26%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$401K +$14.3K +652 +4%
AI
80
Atria Investments
North Carolina
$391K +$23.8K +1,083 +6%
VAG
81
VisionPoint Advisory Group
Texas
$381K +$384K +17,455 New
RF
82
Rossby Financial
Florida
$373K -$8.35K -380 -2%
JP Morgan Chase
83
JP Morgan Chase
New York
$367K -$4.29K -195 -1%
BWA
84
BlueChip Wealth Advisors
Georgia
$365K – – –
PS
85
Principal Securities
Iowa
$361K +$10.2K +466 +3%
SWM
86
Spire Wealth Management
Virginia
$351K +$1.69K +77 +0.5%
MWA
87
Medallion Wealth Advisors
Connecticut
$331K +$50.2K +2,283 +18%
HSA
88
HBK Sorce Advisory
Pennsylvania
$324K – – –
Ameriprise
89
Ameriprise
Minnesota
$317K -$4.02K -183 -1%
KF
90
KKM Financial
Illinois
$312K +$315K +14,314 New
Stifel Financial
91
Stifel Financial
Missouri
$312K +$314K +14,296 New
GWP
92
Gateway Wealth Partners
Wisconsin
$310K -$14.1K -641 -4%
EH
93
Equitable Holdings
New York
$306K +$308K +14,010 New
PEWA
94
Pacific Excel Wealth Advisors
California
$306K +$308K +14,002 New
PWM
95
Perigon Wealth Management
California
$301K +$28.2K +1,284 +10%
AAS
96
Asset Allocation Strategies
Michigan
$285K +$23.5K +1,069 +9%
FA
97
Faithward Advisors
Pennsylvania
$261K +$263K +11,948 New
PVI
98
Pine Valley Investments
New Jersey
$234K +$31.2K +1,420 +15%
WIA
99
World Investment Advisors
California
$225K +$227K +10,329 New
WMA
100
Wealth Management Associates
New Jersey
$222K – – –
2 3
4
5 6

LGOV Hedge Fund Activity: Q4 2025 in Review

138 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2025, worth a combined $554M — up 2.5% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LGOV positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Tidemark, opening a new position worth an estimated $12.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.5M.

  • 138 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $554M of First Trust Long Duration Opportunities ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2025 was Tidemark, an estimated $12.4M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.